Who owns UJAN
Which tracked institutional funds hold UJAN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UJAN company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on UJAN is one-sided between 2025-Q4 and 2026-Q1: 20 added or opened and 5 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UJAN’s largest tracked holder by dollar value, Brookstone Capital Management, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UJAN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 110 tracked filers holding UJAN, 62 increased or opened the position and 37 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UJAN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- Talon Private Wealth, LLC$36M
- VanWeelden Wealth Management, LLC$6M
- BXM Wealth LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- MONEY CONCEPTS CAPITAL CORP$998K
- Arkadios Wealth Advisors$541K
Full exits 2
- MGO ONE SEVEN LLC$2M
- JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$601K
Largest adds
- Brookstone Capital Management$61M
- ENVESTNET ASSET MANAGEMENT INC$6M
- Campbell Deegan Wealth Management, LLC$3M
- Spire Wealth Management$2M
- Trek Financial, LLC$940K
- Archer Investment Corp$811K
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$751K
- OLD MISSION CAPITAL LLC$554K
- LPL Financial LLC$417K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Brookstone Capital Management added | 1,519,749 | $65M | 24.6% | 2026-Q1 |
| Talon Private Wealth, LLC trimmed | 845,012 | $36M | 13.7% | 2026-Q1 |
| Sonoma Allocations LLC added | 410,090 | $18M | 6.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 202,561 | $9M | 3.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 189,294 | $8M | 3.1% | 2026-Q1 |
| Campbell Deegan Wealth Management, LLC added | 150,463 | $6M | 2.4% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 142,190 | $6M | 2.3% | 2026-Q1 |
| VanWeelden Wealth Management, LLC new | 135,247 | $6M | 2.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 120,042 | $5M | 1.9% | 2026-Q1 |
| CWM, LLC added | 114,197 | $5M | 1.8% | 2026-Q1 |
| Strategic Blueprint, LLC added | 109,767 | $5M | 1.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 89,165 | $4M | 1.4% | 2026-Q1 |
| Cetera Investment Advisers added | 89,049 | $4M | 1.4% | 2026-Q1 |
| Clearstead Advisors, LLC trimmed | 79,801 | $3M | 1.3% | 2026-Q1 |
| Berkshire Money Management, Inc. | 79,793 | $3M | 1.3% | 2026-Q1 |
| Spire Wealth Management added | 77,062 | $3M | 1.2% | 2026-Q1 |
| Prairie Wealth Advisors, Inc. | 0 | $3M | 1.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 64,673 | $3M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 57,647 | $2M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 57,090 | $2M | 0.9% | 2026-Q1 |
| Lantz Financial LLC trimmed | 55,217 | $2M | 0.9% | 2026-Q1 |
| BXM Wealth LLC new | 55,195 | $2M | 0.9% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 53,875 | $2M | 0.9% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 50,126 | $2M | 0.8% | 2026-Q1 |
| IMG Wealth Management, Inc. trimmed | 49,605 | $2M | 0.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 49,143 | $2M | 0.8% | 2026-Q1 |
| Allworth Financial LP trimmed | 48,331 | $2M | 0.8% | 2026-Q1 |
| CENTRAL VALLEY ADVISORS, LLC added | 48,267 | $2M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 43,325 | $2M | 0.7% | 2026-Q1 |
| Trek Financial, LLC added | 39,437 | $2M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 35,839 | $2M | 0.6% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC added | 30,023 | $1M | 0.5% | 2026-Q1 |
| JT Stratford LLC added | 29,304 | $1M | 0.5% | 2026-Q1 |
| Long Island Wealth Management, Inc. trimmed | 27,903 | $1M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 27,441 | $1M | 0.4% | 2026-Q1 |
| PFG Advisors trimmed | 26,999 | $1M | 0.4% | 2026-Q1 |
| Accurate Wealth Management, LLC trimmed | 24,879 | $1M | 0.4% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 25,100 | $1M | 0.4% | 2026-Q1 |
| MBL Wealth, LLC added | 24,425 | $1M | 0.4% | 2026-Q1 |
| Hiley Hunt Wealth Management added | 24,384 | $1M | 0.4% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 23,466 | $998K | 0.4% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 22,860 | $972K | 0.4% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 21,520 | $915K | 0.3% | 2026-Q1 |
| Compass Advisory Group LLC | 20,238 | $860K | 0.3% | 2026-Q1 |
| Archer Investment Corp added | 20,159 | $857K | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 20,070 | $853K | 0.3% | 2026-Q1 |
| Wood Tarver Financial Group, LLC added | 18,984 | $807K | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 18,572 | $789K | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 15,848 | $674K | 0.3% | 2026-Q1 |
| Southland Equity Partners LLC trimmed | 15,443 | $656K | 0.2% | 2026-Q1 |
| Maltin Wealth Management, Inc. | 15,113 | $642K | 0.2% | 2026-Q1 |
| Diligent Investors, LLC | 13,890 | $590K | 0.2% | 2026-Q1 |
| ATX Financial Planning, LLC | 12,905 | $549K | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 12,220 | $541K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 12,733 | $541K | 0.2% | 2026-Q1 |
| Summit Financial, LLC trimmed | 12,476 | $530K | 0.2% | 2026-Q1 |
| Tradition Wealth Management, LLC added | 12,048 | $512K | 0.2% | 2026-Q1 |
| Valmark Advisers, Inc. | 11,720 | $498K | 0.2% | 2026-Q1 |
| BFI Wealth Solutions, LLC | 11,600 | $496K | 0.2% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 11,158 | $474K | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 10,730 | $456K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 10,192 | $433K | 0.2% | 2026-Q1 |
| Ballast Rock Private Wealth LLC added | 9,879 | $420K | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 9,862 | $419K | 0.2% | 2026-Q1 |
| Creative Planning new | 9,761 | $415K | 0.2% | 2026-Q1 |
| Continuum Advisory, LLC | 9,699 | $412K | 0.2% | 2026-Q1 |
| Bedel Financial Consulting, Inc. added | 9,472 | $403K | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 8,984 | $382K | 0.1% | 2026-Q1 |
| O'Connor Financial Group LLC trimmed | 8,973 | $381K | 0.1% | 2026-Q1 |
| Chris Bulman Inc added | 8,614 | $366K | 0.1% | 2026-Q1 |
| XML Financial, LLC trimmed | 8,339 | $354K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 8,022 | $341K | 0.1% | 2026-Q1 |
| Encompass More Asset Management added | 7,623 | $324K | 0.1% | 2026-Q1 |
| Occidental Asset Management, LLC new | 7,439 | $316K | 0.1% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC | 6,674 | $284K | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. added | 6,604 | $281K | 0.1% | 2026-Q1 |
| Capital Investment Advisors, LLC new | 5,800 | $247K | 0.1% | 2026-Q1 |
| Lakeridge Wealth Management LLC added | 5,757 | $245K | 0.1% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. added | 5,356 | $228K | 0.1% | 2026-Q1 |
| Koshinski Asset Management, Inc. | 5,312 | $226K | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 74,347 | $3M | 1.1% | 2025-Q2 stale |
| Fermata Advisors, LLC trimmed | 59,805 | $2M | 0.9% | 2025-Q2 stale |
| MGO ONE SEVEN LLC trimmed | 44,603 | $2M | 0.7% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC new | 16,896 | $644K | 0.2% | 2025-Q1 stale |
| Arete Wealth Advisors, LLC trimmed | 15,803 | $639K | 0.2% | 2025-Q2 stale |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC new | 13,900 | $601K | 0.2% | 2025-Q4 stale |
| City Center Advisors, LLC trimmed | 12,790 | $517K | 0.2% | 2025-Q2 stale |
| TOUNJIAN ADVISORY PARTNERS, LLC | 10,758 | $410K | 0.2% | 2025-Q2 stale |
| GTS SECURITIES LLC new | 9,184 | $387K | 0.1% | 2025-Q3 stale |
| RMG Wealth Management LLC new | 15,732 | $380K | 0.1% | 2025-Q4 stale |
| SageView Advisory Group, LLC | 8,761 | $379K | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 9,796 | $374K | 0.1% | 2025-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 8,863 | $373K | 0.1% | 2025-Q3 stale |
| Virtue Capital Management, LLC new | 8,300 | $317K | 0.1% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. | 7,434 | $301K | 0.1% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC | 7,008 | $295K | 0.1% | 2025-Q3 stale |
| XY Planning Network, Inc. added | 6,349 | $275K | 0.1% | 2025-Q4 stale |
| NOVUS ADVISORS, LLC new | 6,996 | $267K | 0.1% | 2025-Q1 stale |
| Valtinson Bruner Financial Planning LLC | 5,626 | $228K | 0.1% | 2025-Q2 stale |
| Vantage Point Financial LLC new | 5,306 | $224K | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.